GTC Biotherapeutics (fka GTCB)

[valueHunter]

Additional comment based on CC:

While this may not be too substantial - based on my listening of Cox's comments during the CC, it sounds like there might be a small slip in the ATryn hereditary deficiency US FDA BLA timeline. Cox guided for completion of patient enrollment in H1 2007 (previous Q1 2007 ?) and submission of the BLA in H2 2007 (previously Q3 2007 ?). Let me know if I'm mistaken on this point. He made a comment about patient recruitment being difficult (which I'm sure is true for HD) - so I think my reading of the situation is correct.

I do want to say that I'm extremely excited about the possibilities for GTC - and enjoy seeing them expand the number of products in the pipeline. I will be watching the relative emphasis on internal versus external programs very carefully. I originally became interested in the company because of the albumin program and the possibility of simultanesouly developing several external programs for monoclonal antibody production - and these possibiilties seem to have taken a back seat in the unfolding vision for the new GTC. What are other people's thoughts on the future of Merrimack-style deals for GTC?